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Entries for October 2013

21
How To Grow With An M&A Strategy
Achieving a healthy growth rate means RIAs need to add top advisory talent to develop business and oversee key relationships. RIAs can acquire such ...

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Posted in: White Paper
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15
The Good, The Bad, & The Ugly (in the U.S.)

At the time of this writing, the government is on its 14th day of a partial government shutdown, and there appears to be little progress toward an agreement on the debt ceiling. As investors we have no control over the outcome! We are forced to sit tight and watch the seemingly juvenile behavior of politicians. As there have been no outcomes yet, we can only share some thoughts on what we see as the good, the bad, and the ugly as things stand today.

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Posted in: Market Commentary
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11
Rebalancing Your Portfolio
Imagine you just met your financial advisor. After detailed discussion and careful consideration of your risk and return needs you choose the portfolio with the mix of stocks and bonds that is best for you. Based on this decision, you implement an investment strategy that will deliver the level of risk and expected return that is needed for success.

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Posted in: White Paper
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